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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,286 | $190,843-68.9% | $159,981-62.9% | $134,493-55.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.91% | 552.37%-570.3pp | 408.70%-426.6pp | 418.01%-435.9pp |
| Employer contribution / active EE | $4,928 | $4,993-1.3% | $4,224+16.7% | $4,740+4.0% |
| Participant deferral / active EE | $9,547 | $6,923+37.9% | $6,182+54.4% | $6,400+49.2% |
| Admin fee / account holder | $725 | $10,475-93.1% | $8,700-91.7% | $11,425-93.7% |